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Dec 31, 2020

Armada Hoffler Q4 2020 Earnings Report

Reported net income of $0.02 per diluted share and normalized FFO of $0.25 per diluted share.

Key Takeaways

Armada Hoffler Properties reported Q4 2020 results with a net income of $0.02 per diluted share and normalized FFO of $0.25 per diluted share. The company also introduced 2021 full-year normalized FFO guidance of $0.98 to $1.02 per diluted share and increased the first quarter 2021 cash dividend on common shares over 36%.

Net income attributable to common stockholders and OP Unit holders was $1.9 million, or $0.02 per diluted share.

Funds from operations attributable to common stockholders and OP Unit holders (FFO) was $19.5 million, or $0.25 per diluted share.

Normalized funds from operations attributable to common stockholders and OP Unit holders (Normalized FFO) was $19.9 million, or $0.25 per diluted share.

Core operating property portfolio occupancy was at 94.4%.

Total Revenue
$44.6M
Previous year: $41.8M
+6.7%
EPS
$0.25
Previous year: $0.3
-16.7%
Core Operating Property Portfolio Occupancy
94.4%
Previous year: 96.5%
-2.2%
Gross Profit
$30.6M
Previous year: $28.9M
+5.9%
Cash and Equivalents
$41M
Previous year: $39.2M
+4.5%
Total Assets
$1.92B
Previous year: $1.8B
+6.2%

Armada Hoffler

Armada Hoffler

Forward Guidance

The Company is introducing its 2021 full-year Normalized FFO guidance in the range of $0.98 to $1.02 per diluted share.

Positive Outlook

  • Acquisition of Delray Beach Whole Foods in the first quarter
  • New $23M preferred equity mezzanine loan for Solis Nexton beginning 2Q21
  • Disposition of a Kroger-anchored shopping center in the second quarter for $5.5M
  • Interest Expense is calculated based on Forward LIBOR Curve, which forecasts rates ending the year at 0.15%
  • Opportunistic sale of common stock through the ATM program, resulting in a full year weighted average share count of 82.5M